What are the responsibilities and job description for the Financial Planning and Analysis Manager position at Climate Pros?
Job Summary:
This role will be a key asset in the future growth of the company. This individual will be leading the FP&A Function and will be spear-heading the Company’s financial quarterly forecast, annual budgeting process, 3-year Strategic plan and all operating plans, including variance analysis and special projects. S/he will provide financial consulting and strategic support to senior management including preparing board presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, acquisition analysis and other projects requested by senior management. This function acts as the analytical engine of the company to provide insights and support ‘optimal’ business decision making.
Duties and Responsibilities:
- Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures
- Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance and work with respective leaders to develop, implement and track corrective actions needed to return the business to operating targets
- Develop and execute process and models to develop 3-year Strategic plan, Annual Budgets, Financial Forecasts, and Operating Plans including financial and non-financial metrics. Includes full set of financial statement (Balance sheet, Income Statement and Cash flow), Detailed sales and COGS plans and overhead expenses.
- Ad-Hoc Reporting and in-depth Analysis to supporting Senior Management Team and Departments heads
- Prepare all monthly and Quarterly Financial reports and related presentations to Board of Directors and Senior Management Team
- Implement and work with a VENA – our Business Intelligence Tool and Create dashboard reports for leaders to use
- Maintain overhead standards in the company and other estimating/quoting metrics in use to ensure profitability
- Develop financial models and analyses to support strategic initiatives
- Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
- Develop and implement integration process and participate in execution when targets are acquired
- Perform other related duties as required and assigned
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Desired Skills, Certifications, and Education:
- Highest standards of accuracy and precision; highly organized.
- Articulate with excellent verbal and written communication skills
- Ability to think creatively, highly driven, and self-motivated
- Demonstrated problem solving capabilities at highest level
- Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity
- High degree of initiative in developing tools and reports to drive the business forward
- Bachelor’s Degree in Accounting or Finance; MBA highly preferred
- 5 years’ experience as Manager or Director of Financial Planning and Analysis
- Deep command of Financial Accounting Principles and GAAP, including purchase accounting
- Strong leadership skills required. Experience in multi-branch HVAC or construction preferred
- Advanced Microsoft Excel and PowerPoint skills. Experience with Dashboards and/or Power BI a plus
- Be an honest team player, growth-oriented, ability to do whatever it takes; safely!
Physical Requirements and Working Conditions:
Regularly required to sit, stand, and walk; occasionally lift and/or move up to 15 pounds; noise level is usually moderate. All employees may be required to visit a customer site and/or complete a ride along with a field technician as part of their employment.
Qualifications:
Climate Pros is an equal opportunity employer committed to creating a diverse and inclusive workplace. We value and celebrate the unique perspectives and contributions of individuals, and we prohibit discrimination and harassment based on any protected characteristic as defined by applicable federal, state, and local laws.